With more than 34 years of investment industry experience, Dan Welch leads the firm as President and serves as its principal advisor. In addition to overseeing client relationships, Dan manages internal operations and supervises the firm’s personnel, ensuring WWK maintains its commitment to excellence.

Dan specializes in retirement services for corporations and high-net-worth individuals, leveraging decades of insight and ongoing training with many of the nation’s top money managers. He holds a Bachelor of Science in Business Administration from Central Michigan University and maintains multiple securities licenses through LPL Financial.

Beyond the office, Dan is passionate about giving back. He serves as Treasurer for Eagles for Children, a nonprofit organization supporting underprivileged youth. Dan lives in downtown Northville, Michigan, with his family.